+950.8%
MU vs RMD
+69.3%
+881.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.6% |
| 7D | +12.8% | +2.1% | +10.7% | +12.6% |
| 30D | -14.9% | +2.1% | -16.9% | -15.0% |
| 3M | -18.0% | +6.2% | -24.3% | -18.7% |
| 6M | -3.1% | +19.4% | -22.5% | -6.1% |
| YTD | +172.9% | +0.5% | +172.4% | +176.6% |
| 1Y | +228.8% | -3.9% | +232.8% | +238.0% |
| 3Y | +950.8% | +72.5% | +878.3% | +860.3% |
| All | +950.8% | +69.3% | +881.5% | +860.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded RMD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling